GLA

Good Life Advisors Portfolio holdings

AUM $1.6B
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.36M
3
+$6.78M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$3.09M

Top Sells

1
+$13.5M
2
+$6.22M
3
+$6.01M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.2M
5
GLD icon
SPDR Gold Trust
GLD
+$2.34M

Sector Composition

1 Technology 8.9%
2 Financials 3.06%
3 Consumer Discretionary 2.63%
4 Consumer Staples 2.59%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$873K 0.11%
69,298
-1,239
152
$854K 0.11%
21,077
+5,199
153
$851K 0.11%
9,160
-491
154
$848K 0.11%
9,664
+130
155
$828K 0.11%
12,236
-4,724
156
$825K 0.11%
7,919
-826
157
$817K 0.1%
10,706
-2,881
158
$792K 0.1%
5,674
-278
159
$777K 0.1%
+9,110
160
$767K 0.1%
24,109
-303
161
$754K 0.1%
8,583
-3,147
162
$741K 0.09%
3,683
-82
163
$722K 0.09%
23,743
-302
164
$721K 0.09%
12,902
+491
165
$715K 0.09%
5,776
+16
166
$713K 0.09%
6,761
+4,226
167
$702K 0.09%
18,510
+61
168
$699K 0.09%
6,627
+2,905
169
$696K 0.09%
1,955
+102
170
$680K 0.09%
2,045
-3,063
171
$675K 0.09%
12,496
-433
172
$666K 0.09%
33,108
-1,211
173
$662K 0.08%
7,908
+302
174
$660K 0.08%
+13,122
175
$660K 0.08%
3,985
+470
5 6
7
8 9